Resource
Every Territory Planning & Design Resource on the InternetâŚIn One Library
Published Oct. 29, 2024 by Kevin Davis ¡ Updated June 10, 2026
Sales Territory Design & Management Resource Library
Sales Territory Design & Management Resource Library
This page houses all publicly available resources on sales territory design and planningâwhite papers, case studies, research reports, podcasts, videos, webinars, templates, worksheets, training modules, books, articles, blog posts and software toolsâfocused exclusively on territory structure, fairness, optimization, mapping and performance metrics.
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How to navigate this library
All entries result from deep research and continuous aggregation. Our mission is to maintain a truly complete library of every territory-planning and design resource available.
- Filter or sort by Resource Type, Publication Date, Author or URL Status
- Group by Resource Type (Normalized) for quick access to similar materials
- Click any Direct URL to open the original content
| Title | Resource Type | Description | Creator | Link |
|---|---|---|---|---|
| Sales Territory Design: Simple 10-Step Process for Field Sales Teams | Article | Provides a 10-step process for territory design | Spotio | spotio.com/blog/optimize-sales-territory-design-to-increase-pro... |
| Dynamic books: The sales territory management approach your team needs | Article | Introduces dynamic books for territory management | Gradient Works | gradient.works/blog/dynamic-books-sales-territory-management |
| Sales Territory Design 101 | Article | Covers territory design basics | InTandem | growintandem.com/sales-territory-design-101 |
| How to create a sales territory plan: A step-by-step guide | Article | Step-by-step guide using SWOT analysis for balanced territory planning | Copper | copper.com/resources/sales-territory-plan |
| Modern territory design: Takeaways from top sales leaders | Article | Explores dynamic territory design models for flexible account ownership. | Gradient Works | gradient.works/blog/modern-territory-design-takeaways-from-top-... |
| Elements of Sales Territory Mapping | Article | Discusses components of territory mapping | The Sales Blog | thesalesblog.com/blog/elements-of-sales-territory-mapping |
| How to Build an Effective Sales Territory Plan | Article | Guides on building territory plans | Rain Sales Training | rainsalestraining.com/blog/how-to-build-an-effective-sales-terr... |
| Start a New Sales Territory the Right Way to Be Successful | Blog post | Provides tips for starting a new sales territory. | LSA Global | lsaglobal.com/blog/how-to-start-a-new-sales-territory-to-beat-t... |
| 3 Ways Territory Design Can Transform Sales Performance in 2019 | Webinar | Explores how automated territory planning enhances performance through optimization and fairness. | Xactly | xactlycorp.com/resources/webinars/3-ways-territory-design-trans... |
| Three Steps to More Productive Territories | White paper | Outlines a process for improving sales territory performance through optimization techniques and strategic account assignments. | Mapping Analytics | mappinganalytics.com/sales-territory-design/sales-territory-des... |
| Taking the Guesswork Out of Territory Design (RevOps Co-op) | Webinar | Change management sales leader insights | revopscoop.com/videos/territory-design-webinar | |
| Sales Territory Management 101: A Sales Rep's Complete Guide | Podcast | Guides reps on managing territories | Salesman Podcast | podcasts.apple.com/tr/podcast/sales-territory-management-101-a-... |
| Top 5 Territory Sales Plan Templates | Template | PowerPoint templates for presenting territory sales plans | SlideTeam | slideteam.net/blog/territory-sales-plan-templates-ppt |
| Sales Hunting: How to Develop New Territories and Major Accounts in Half the Time Using Trust as Your Weapon | Book | Focuses on developing new territories and major accounts using trust-based strategies | David Monty | amazon.com/Sales-Hunting-Develop-Territories-Accounts/dp/154450... |
| Optimizing Sales Territory Design | Article | Analyzes territory design practices from over 100 B2B sales organizations | Xactly | xactlycorp.com/resources/guides/research-brief-optimizing-sales... |
| Sales Territory Map Templates | Template | Provides templates for visualizing and designing sales territories | SmartDraw | smartdraw.com/sales-territory-map/examples |
| Profitable Sales Territory Plans (7-Step Template + Examples) | Article | Offers a 7-step template for territory plans | Spotio | spotio.com/blog/sales-territory-plan |
| Salesforce Trailhead â Territory Management Basics | Template | CRM-driven territory management fundamentals | trailhead.salesforce.com | |
| How to Increase B2B Sales by Redesigning Sales Territories | Article | Discusses using location intelligence for territory design. | Carto | carto.com/blog/how-to-increase-b2b-sales-redesigning-sales-terr... |
| 4 Sales Territory Plan Templates to Optimize Planning | Template | Describes four templates for territory planning | Xactly | xactlycorp.com/blog/territory-management/4-sales-territory-plan... |
| How to Create A Sales Territory Plan [Guide + Examples] | Article | Guide on creating territory plans | Cognism | cognism.com/blog/sales-territory-plan |
| LinkedIn Learning â Managing Your Sales Territory | Educational resource | Individual territory strategy actionable planning | linkedin.com/learning/managing-your-sales-territory | |
| Territory and Quota Planning for Chameleons (Modern Sales Pros) | Webinar | Agile territory planning scenario frameworks | modernsaleshq.com/webinar/territory-quota-planning | |
| Territory Management and Geospatial (Mapping) Strategies for Dynamics 365 for Sales | Webinar | Covers Dynamics 365 integration | EasyTerritory | easyterritory.com/upcoming-events-webinars/past-webinars |
| HubSpot Territory Planning Template | Template | Structured Excel template for territory planning | hubspot.com/resources/territory-plan-template | |
| Sales Territory Design for LPG UK | Case study | Details how LPG designed territories for its UK subsidiary | Tech4T | tech4t.com/case_studies/sales-territory-design |
| Capacity Planning Strategies for Dynamics 365 for Field Service | Webinar | Focuses on service tech capacity planning and service territory management. | EasyTerritory | easyterritory.com/upcoming-events-webinars/past-webinars |
| Salesperson Assignments and Territory Design | Article | Addresses how management assigns salesperson responsibilities in covering customers | Sales Management Association | salesmanagement.org/courses/salesperson-assignments-and-territo... |
| Sales territory planning & management [2025 Best Practices] | Article | Discusses challenges and tips for data-driven territory design | Forma.ai | forma.ai/resources/article/sales-territory-planning |
| Certified Sales Operations Specialist Programs | Educational resource | Territory and quota planning certifications | salesmanagement.org | |
| 30-60-90 Day Sales Territory Plan Template | Template | Template for planning territory development over 90 days | Xtensio | xtensio.com/30-60-90-day-sales-territory-plan-template |
| Territory Management | Article | Aims to give sales professionals the skills to create an effective territory plan. | CPSA | cpsa.com/learning-development/online-learning/territory-managem... |
| Sales Territory 101: Defining | Educational resource | Overview of territory planning and mapping | Factors.ai | factors.ai/blog/sales-territory |
| Sales Territory Planning & Routing Training Course Material | Training materials | Training materials with PowerPoint games for planning and routing sales territories | Training Course Material | trainingcoursematerial.com/full-course-material-packages/sales-... |
| New Research Findings: Sales Territory Design | Webinar | Presents research on territory design | Xactly | xactlycorp.com/resources/webinars/new-research-findings-sales-t... |
| Gradient Works â Dynamic Books Assignment Tool | Template | Real-time account assignment automation | gradient.works | |
| When Do I Need to Think About Territory Design? | Podcast | Discusses territory designâs impact on sales performance | Predictable Revenue | predictablerevenue.com/blog/when-do-i-need-to-think-about-terri... |
| Franchise Territory Mapping and Management for Dynamics 365 for Retail | Webinar | Discusses franchise boundary management and mapping store locations. | EasyTerritory | easyterritory.com/upcoming-events-webinars/past-webinars |
| Sales Territory Design: An Exercise | Case study | Explores how Hushtek Corporation designed territories in Telangana | IBS Center for Management Research | thecasecentre.org/products/view |
| What is Sales Territory Planning? | Article | Discusses territory designâs impact on productivity | Alexander Group | alexandergroup.com/insights/territory-design-the-gateway-to-inc... |
| Developing an Effective Sales Territory Model | White paper | Provides guidance on assigning sales territories to sales reps | Janek | janek.com/white-paper-developing-an-effective-sales-territory-m... |
| Sales Territory Mapping Template | Template | Collaborative template for mapping sales territories | FigJam (Figma) | figma.com/templates/sales-territory-mapping |
| How to Increase B2B Sales by Redesigning Sales Territories | Blog post | Spatial analytics geographic potential analysis GIS integration | carto.com/blog/redesign-sales-territories-b2b | |
| 2012 Territory Management Report: Key Trends Analysis | Research report | Data on design and compensation implications in territory plans. | CSO Insights / SellingPower | sellingpower.com/microsite/varicent/territory-management |
| Sales Territory Map & Leaderboard Template | Template | Visual template to track rep performance within mapped territories. | Lucidchart | lucidchart.com/pages/templates/sales-territory-map-and-leaderbo... |
| Sales Reinvented Podcast â Territorial Sales Planning | Podcast | Segment accounts strategically disciplined planning | salesreinvented.com | |
| How to Unlock More Opportunities with Sales Territory Mapping | Article | Early post on prioritizing accounts via mapping tools. | linkedin.com/pulse/how-unlock-more-opportunities-sales-territor... | |
| Reveal Podcast by Gong â Data Stories: Fair Territories | Podcast | Data-driven analysis of territory fairness (Gini coefficient) | gong.io/podcasts/reveal | |
| Modern Territory Design: Takeaways from Top Sales Leaders | Article | Dynamic allocation data-driven account scoring | gradient.works/blog/modern-territory-design | |
| Sales Territory Optimization Research (HBR) | White paper | Optimizing territory design increases sales by 7%+ | hbr.org | |
| Sales Territory Mapping: Streamline Your Teamâs Strategy | Article | Discusses real-time segmentation and performance tracking. | LinkedIn Pulse | linkedin.com/pulse/sales-territory-mapping-streamline-your-team... |
| How to Build an Effective Sales Territory Plan | Video | Interview-style guide on creating robust territory plans. | YouTube | youtube.com/watch |
| Territory Management Summary Template | Template | Excel template for rep allocation and resource tracking by region. | Smartsheet | smartsheet.com/marketplace/eu/templates/territory-management-su... |
| Modern Territory Design Webinar (Gradient Works) | Webinar | Dynamic territory management expert panel discussion | gradient.works/webinar-modern-territory-design | |
| AlignStar Sales Territory Mapping Software | Tool/Software | Product page for AlignStarâs territory optimizer and visualization. | Xactly Corp | xactlycorp.com/products/sales-territory-mapping-software |
| Sales Territory Mapping 101: How to Use Sales Territory Maps | Article | Tutorial on map-based analysis routing and expansion. | SmartDraw | smartdraw.com/sales-territory-map |
| Salesforce Territory Management | DEMO | Video | Overview of Salesforceâs built-in territory management features. | YouTube | youtube.com/watch |
| Future of B2B Sales: The Big Reframe (McKinsey) | White paper | Pod-based agile territory models dynamic market response | mckinsey.com | |
| Complete StepâbyâStep Guide to Territory Sales Mapping | Blog post | LinkedIn article outlining mapping strategies and tools. | LinkedIn Pulse | linkedin.com/pulse/complete-step-guide-territory-sales-mapping-... |
| Udemy Case Study: Optimizing Sales Operations | Case study | Shows how Udemy reduced territory-planning time from months to weeks. | Fullcast | fullcast.com/content/udemy-case-study-optimizing-sales-operatio... |
| Optimize Planning with a Strategic Territory Plan Template | Template | Four classic territory-plan frameworks to accelerate rollout. | Xactly Corp | xactlycorp.com/blog/territory-management/4-sales-territory-plan... |
| How to Design Sales Territories | Webinar | Strategic territory models equitable distribution segmentation | revopscoop.com/blog/design-sales-territories | |
| How to Improve Your Sales Territory Mapping | Article | Tips on communication metrics and iterative refinement. | LinkedIn Advice | linkedin.com/advice/0/youre-trying-improve-your-sales-territory... |
| Territory Design â Gateway to Increased Sales Productivity | Article | ROI-driven realignment annual adjustments strategic balancing | alexandergroup.com/insights/territory-design-sales-productivity | |
| Oracle Territory Manager User Guide | Article | Features and configurations for Oracle Territory Manager. | Oracle | docs.oracle.com/cd/E18727_01/doc.121/e13506/T285694T285697.htm |
| Sales Territory Mapping 101: An Expertâs Cheat Sheet | Worksheet | Clear objectives analytics-driven automation change management | fullcast.io/resources/sales-territory-mapping-101 | |
| Territory & Quota Planning White Paper | White paper | Survey insights on cross-functional territory and quota planning. | Anaplan & SiriusDecisions | anaplan.com/content/dam/anaplan/wp-content/uploads/2014/10/Anap... |
| Salesforce Maps Territory Planning: Creating Equitable Territories | Video | Tutorial for equitable account distribution in Salesforce Maps. | YouTube | youtube.com/watch |
| Sales Ops Demystified â Territory Mapping Episodes | Podcast | Real-world territory alignment challenges & solutions | salesopsdemystified.com | |
| Gartner SPM Magic Quadrant (Territory Planning Focus) | Research report | Integrated territory and quota planning agility | gartner.com | |
| Mastering Sales Territory Planning: A Comprehensive Guide | Article | Expert cheat sheet on segmentation capacity planning and reviews. | Fullcast | linkedin.com/pulse/mastering-sales-territory-planning-comprehen... |
| The future of territories is not geography. Itâs dynamic books. | Article | Dynamic books flexibility rep capacity optimization | gradient.works/blog/future-territory-dynamic-books | |
| Making Sense of Territory and Quota Management | White paper | Examines integrated territory and quota planning practices. | Oracle | oracle.com/id/a/ocom/docs/making-sense-of-territory-and-quota-m... |
| Territory Management 2.0 Data Model | Template | Salesforce-aligned ERD for Territory Management 2.0. | Lucidchart | lucidchart.com/pages/templates/territory-management-2-0-data-mo... |
| How to Create a 30-60-90 Day Territory Plan [Template Included] | Template | Step-by-step 90-day plan template for territory ramp-up. | Badger Maps | badgermapping.com/blog/how-to-create-a-30-60-90-day-plan |
| Sales Operations Foundation â Sales Management | Article | Udemy | udemy.com/course/s | |
| Account Lessons | Article | Interactive guide to account assignment rules in territory design. | AlignStar | alignstar.com/support/clients/tutorialv6/Account_Lessons.htm |
| Designing Sales Territories | Article | Paid course on methods for initial and redesigned territory structuring. | Udemy | udemy.com/course/designing-sales-territories |
| Sales Territories Implementation Guide | Article | Step-by-step instructions for Salesforce Territory Management 2.0. | Salesforce | resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sale... |
| Best Practices for Sales Territory Management | Article | Framework for territory assignment and periodic rebalancing. | LinkedIn Advice | linkedin.com/advice/0/how-do-you-define-assign-sales-territorie... |
| Sales Territory Management Tips | Blog post | Curated blog posts on territory-management fundamentals and best practices. | Sales Territory Management Tips Blog | salesterritorymanagementtips.home.blog/category/sales-territory... |
| How to Learn from Your High-Performing Sales Territories | Article | Lessons from top-performing territories and drivers of success. | LinkedIn Advice | linkedin.com/advice/0/what-can-you-learn-from-your-high-perform... |
| Webinars â Maptitude Learning Portal | Webinar | Archive of territory-focused mapping webinars. | Caliper Corporation | caliper.com/learning/home/videos/webinars |
| Sales Territory Design: A Systematic Approach | Article | Four-step framework for data-driven territory design. | Forrester | forrester.com/blogs/sales-territory-design-a-systematic-approach |
| SMW_017 Sales Territory Planning | Podcast | podcasts.apple.com/us/podcast/smw-017-sales-territory-planning-... | ||
| Managing Your Sales Territory | Training materials | Course on organizing and maximizing prospecting results within territories. | LinkedIn Learning | linkedin.com/learning/managing-your-sales-territory |
| Visualize and Optimize Territory Alignment | White paper | Overview of AlignStar and Xactly Territories mapping and fairness features. | Xactly Corp | xactlycorp.com/sites/default/files/file/2022-05/sales-territori... |
| The Right and Wrong Way to do Territory Planning [Ep. 3] | Podcast | Episode on aligning sales marketing and customer success in territory-planning. | Revenue.io (RevOps Podcast) | revenue.io/podcasts/the-right-and-wrong-way-to-do-territory-pla... |
| Sales Territory Management 101: A Sales Repâs Complete Guide | Podcast | Audio episode covering fundamentals of territory management planning and execution. | Salesman Podcast | podcasts.apple.com/tr/podcast/sales-territory-management-101-a-... |
| Salesforce Maps Territory Planning Demo | Video | Demo of automated balance and optimization in Salesforce Maps. | YouTube | youtube.com/watch |
| Creating Sales Territories | Video | Tutorial on defining territory scope using account and geographic criteria. | LinkedIn Learning | linkedin.com/learning/sales-management-foundations-2022/creatin... |
| Sales Territory Mapping Software | Tool/Software | Feature list for creating and sharing territory maps. | MapBusinessOnline | mapbusinessonline.com/Solution.aspx/SalesTerritoryMapping |
| 11 Territory Management Tools To Enhance Your Sales Efforts | Article | Overview of 11 territory-management and mapping tools (Zoho CRM eSpatial etc.). | BeatRoute | beatroute.io/blog/territory-management-tools |
| Oracle Territory Manager Implementation Guide | Article | Comprehensive manual for Oracle E-Business Suite territory setup. | Oracle | docs.oracle.com/cd/E18727_01/doc.121/e13505/T191218T191220.htm |
| New Sales Territory? Step By Step On How To Manage It | Video | Older video guide on launching and managing a new sales territory effectively. | Salesman Podcast (YouTube) | youtube.com/watch |
| Sales Territory Management | Book | Comprehensive PDF guide on territory planning and review. | HubSpot | 8216850.fs1.hubspotusercontent-na1.net/hubfs/8216850/Sales Terr... |
| Sales Reinvented Podcast: Territory Sales Planning Episodes | Podcast | Series of interviews and episodes devoted exclusively to territory-planning strategies. | Sales Reinvented Podcast | salesreinvented.com/territory-sales-planning |
| How to Easily Create Territory Maps | Blog post | Techniques for rapid territory map creation using eSpatial. | eSpatial | espatial.com/blog/how-to-quickly-create-territory-maps |
| Sales Territory Planning and Management: What You Need to Know | Article | Strategies for segmenting accounts and territories effectively. | HubSpot | blog.hubspot.com/sales/how-to-strategically-divide-your-sales-t... |
| Sales Territory Design: A Systematic Approach | Research report | Detailed territory-design and optimization best practices. | Forrester | forrester.com/report/sales-territory-design-a-systematic-approa... |
| Guide to Sales Territory Mapping | Blog post | Step-by-step tips for geographic territory mapping. | eSpatial | espatial.com/blog/how-to-conquer-territory-management |
| Sales Hunting: How to Develop New Territories and Major Accounts in Half the Time Using Trust as Your Weapon | Book | Guide to territory development and trust-based account acquisition. | David A. Monty | amazon.com/sales-territory-management-Books/s |
| Sales Territory Basics | Article | Intro to table view demographics and territory attributes. | MapBusinessOnline | mapbusinessonline.com/Support.aspx/Article/sales_territory_basi... |
| When Do I Need to Think About Territory Design? | Video | YouTube video on critical timing and business drivers behind territory-design decisions. | Predictable Revenue | youtube.com/watch |
| Ultimate Guide to Strategize Sales Territory Plan | Video | Actionable tips for planning and optimizing territories. | YouTube | youtube.com/watch |
| Why Sales Teams Should Reexamine Territory Design | Article | Discusses the undervalued role of analytics in territory design. | Harvard Business Review | hbr.org/2015/08/why-sales-teams-should-reexamine-territory-desi... |
| 360: When Do I Need to Think About Territory Design? | Podcast | Expert discussion on timing and process of territory design for sales performance. | Predictable Revenue Podcast | predictablerevenue.com/podcasts/360-when-do-i-need-to-think-abo... |
| Using the Maptitude Territory Wizard | Webinar | On-demand webinar demonstrating automated territory creation. | Caliper Corporation | caliper.com/training/maptitude-webinar-territory-wizard.htm |
| Manage Territories and Crush Your Sales Goals | Training materials | Interactive module on maintaining balanced territories in Salesforce. | Salesforce Trailhead | trailhead.salesforce.com/content/learn/modules/sales-territorie... |
| How to Make Territory Design Work For Your Sales Goals | Video | Tutorial on integrating territory-design best practices with sales execution metrics. | BoogieBoard YouTube | youtube.com/watch |
| Various Vendor Resources (Webinars Videos White Papers) | Educational resource | Most territory software vendors offer educational content demonstrating concepts and tool usage. (Requires visiting individual vendor sites). | Various Software Vendors | (See Vendor Websites in Section VIII) |
| Territory Design | White paper | Covers GIS-based territory mapping and visualization enabling rebalancing and workload analysis. | Esri | esri.com/content/dam/esrisites/sitecore-archive/Files/Pdfs/libr... |
| Territory Design for Sales Force Sizing | Book | Chapter on mathematical models for sizing territories and allocating sales reps. | SpringerLink | link.springer.com/chapter/10.1007/978-3-030-34312-5_10 |
| Sales Territory Design: Thirty Years of Modeling and Implementation | Article | Review of three decades of territory design modeling methodologies and implementation outcomes. | Zoltners & Sinha (INFORMS) | jstor.org/stable/40056963 |
| Sales Territory Plan Template | Template | Downloadable framework for mapping and managing territories across regions or segments. | Sales Enablement Collective | salesenablementcollective.com/sales-territory-plan-template-fra... |
| HubSpot Educational Resources (Podcasts Videos Academy) | Educational resource | Offers various educational formats potentially covering territory management within broader sales/marketing topics. (Requires searching specific content). | HubSpot | hubspot.com/ (Explore Academy Podcast Network YouTube Channel) |
| Sales Territories and Territory-Based Forecasting in Dynamics 365 Sales | Blog post | Step-by-step guide to setting up hierarchical territories and forecasting in Dynamics 365. | Daniel Dallala / Microsoft | lystavlenhistoric.home.blog/2020/03/04/sales-territories-and-te... |
| Full Research Report: Optimizing Sales Territory Design | Research report | In-depth exploration of assignment strategies and management practices for territory optimization. | Sales Management Association | salesmanagement.org/resource/optimizing-sales-territory-design/... |
| The Guide to Fair and Productive Sales Territories | White paper | White paper on tools and processes to ensure transparency and fairness in territory design. | Xactly Corp | xactlycorp.com/sites/default/files/file/2020-07/everything_need... |
| 8 Best Sales Territory Management Tools for 2025 | Article | Comparative review of eight top territory-management platforms (Badger Maps Maptive etc.). | Pipedrive | pipedrive.com/en/blog/sales-territory-management-tools |
| Mastering Strategic Sales Planning and Territory Management for Success | Blog post | Strategic insights and courses on advanced territory management techniques. | Arableaders Blog | arableaders.blog/mastering-strategic-sales-planning-and-territo... |
| The Five Minute Sales Territory Plan | Template | Advocates for concise frequent (quarterly/monthly) territory planning using a short template focusing on summary top accounts and outreach strategy. | SalesHood | saleshood.com/blog/5-minute-territory-plan |
| Hewlett-Packard Transforms Sales Territory and Quota Planning | Case study | Case study on HPâs use of Anaplan to optimize territory and quota planning by bridging design and implementation. | Anaplan (for HP) | anaplan.com/content/dam/anaplan/wp-content/uploads/2014/10/Anap... |
| How to Write a Successful Sales Territory Business Plan | Blog post | Outlines a 7-step plan: analyze goals analyze prospects/customers determine TAM SWOT document territories devise action plan track performance. | SPOTIO | spotio.com/blog/sales-territory-plan |
| Upcoming Webinars | EasyTerritory | Webinar | Archived webinars on geospatial strategies for Dynamics 365 territory management. | EasyTerritory | easyterritory.com/upcoming-events-webinars/upcoming-webinars |
| Simplified Territory Coverage Planning Worksheet | Worksheet | Downloadable worksheet for ABC segmentation of accounts within territories. | Richardson Sales Performance | richardson.com/sales-resources/territory-coverage-planning-work... |
| SalesHood Resources (Guides Training) | Educational resource | Offers guides and training platform; likely includes content related to their territory planning framework and best practices. (Requires searching). | SalesHood | saleshood.com/ (Explore Resources/Blog) |
| Potential Academic Books/Guides | Book | Academic literature providing theoretical foundations and quantitative models for territory design and optimization. (Requires external search/purchase). | Skiera Albers Lodish etc. | (Requires searching Academic Databases Google Scholar Book Reta... |
| Sales Territory Management: A Definitive Guide to Expand Sales Coverage | Book | Comprehensive guide on frameworks and tactics for expanding territory coverage effectively. | HubSpot | 23881759.fs1.hubspotusercontent-na1.net/hubfs/23881759/Website ... |
| How to create a successful sales plan | Template | Provides a general sales plan template and guide including sections relevant to territory planning (goals analysis strategies customer segments metrics). | Zendesk | zendesk.com/blog/create-successful-sales-plan-free-template |
| 10 Best Sales Mapping Software Tools For 2025 | Article | Reviews mapping platforms (Maptitude Mapline) for geographic visualization of territories. | SPOTIO | spotio.com/blog/sales-mapping-software |
| Sales Territory Planning & Management [2025 Best Practices] | Article | Guide covering key planning considerations allocation strategies and automation tools. | Forma.ai | forma.ai/resources/article/sales-territory-planning |
| The Five Minute Territory Plan and Template for QBRs | Template | Quick planning framework and downloadable template for territory reviews in QBRs. | SalesHood | saleshood.com/blog/5-minute-territory-plan |
| Free Mapping Software Webinars | Webinar | Live and on-demand webinars on mapping tools and territory-wizard functionalities for sales teams. | Caliper Corporation | caliper.com/training/maptitude-webinar.htm |
| Sales Territory Plan Presentation Guide | Template | Provides a detailed 12-section structure for presenting a sales territory plan effectively covering overview SWOT goals strategy metrics etc. | Prezent.ai | prezent.ai/zenpedia/sales-territory-plan-presentation-guide |
| Sales Enablement Collective Resources (Podcasts Videos Guides) | Educational resource | Provides various resource types; likely includes territory management content within sales enablement context. (Requires searching some content gated). | Sales Enablement Collective | salesenablementcollective.com/ (Explore Resources section) |
| How to create a sales territory plan: 6 simple steps | Blog post | Focuses on the initial step: identifying target regions and allocating resources based on organic demand analysis (e.g. inbound leads website traffic). | Cognism | cognism.com/blog/sales-territory-plan |
| Sales territory plan template & framework | Template | Offers a downloadable template (requires membership) covering territory summary top accounts metrics decision criteria and prospecting strategy. | Sales Enablement Collective | salesenablementcollective.com/sales-territory-plan-template-fra... |
| Account Assignment Strategies | Article | Landing page for blogs related to account assignment strategies within sales territories. (Content is fragmented on page). | FasterCapital | fastercapital.com/topics/account-assignment-strategies.html |
| Territory Mapping: Optimizing Sales and Franchise Growth | Blog post | Explains territory mapping for sales (reducing overlap increasing engagement) and franchise growth (exclusivity fairness). Covers methods (isochrones) and tools. | Smappen | smappen.com/blog/territory-mapping-optimizing-sales-and-franchi... |
| Sales Territory Mapping: How to Divide Markets Strategically | Blog post | Explains reasons for mapping (strategy fairness resource management productivity) and steps: define goals understand buyers involve reps create/assign. | Gong.io | gong.io/blog/sales-territory-mapping |
| Challenges and Solutions in Sales Territory Management | Article | Discusses challenges (equitable distribution coverage optimization overlap balance) and solutions (mapping tools SFA communication training monitoring). | FasterCapital | fastercapital.com/topics/challenges-and-solutions-in-sales-terr... |
| Sales Territory Mapping: The Ultimate Guide for 2021 | Blog post | Provides 7 steps: assess goals/resources create personas understand rep strengths SWOT analysis define territories assign reps review/adjust. | SetSail | setsail.co/blog/sales-territory-mapping-the-ultimate-guide-for-... |
| The Ultimate Guide to Sales Territory Mapping | Blog post | Guide covering benefits (coverage balance performance) key components (definitions data alignment) steps (market analysis SWOT goals) and challenges. | QuotaPath | quotapath.com/blog/sales-territory-mapping |
| Achieving Agile Territory Management Without Stressing the Sales Team | Blog post | Advocates for frequent data-driven optimization using tools like AlignStar for integration automated optimization and visibility to maintain fairness/cohesion. | Xactly Corp | xactlycorp.com/blog/territory-management/achieving-agile-territ... |
| Why You Should Balance Your Sales Territories | Blog post | Argues for balancing to avoid under/over servicing enable data-driven decisions (using planning models) and set realistic goals/quotas. | Varicent | varicent.com/blog/why-you-should-balance-your-sales-territories |
| Sales Territory Optimization | Article | Details consulting services for data-based territory assessment design (deployment metrics leadership input) and implementation to increase productivity. | Alexander Group | alexandergroup.com/capabilities/sales/territory-optimization |
| ChatGPT Prompt: Create a Sales Territory Plan | Template | Offers a structured prompt and outline for generating a sales territory plan using ChatGPT including key sections terms and elements. | AIFORWORK.co | aiforwork.co/prompt-articles/chatgpt-prompt-outside-sales-repre... |
| 10 Best Customer Revenue Optimization Software Of 2024 | Article | Reviews CRO software; relevant indirectly as CRM/analytics tools listed (e.g. Salesforce Einstein) provide data inputs for territory planning. | RevOps Team | revopsteam.com/tools/best-customer-revenue-optimization-software |
| 10 Best Sales Operations Software for 2024 | Article | Categorizes Sales Ops software including CRM (Salesforce Zoho) and specifically Sales Territory Design Software (mentioning Badger Maps) and its benefits. | Encharge.io | encharge.io/sales-operations-software |
| Sales Territory Mapping | Article | Details data requirements (essential/optional) when to realign key software features (hierarchy overrides index alignment types) and project steps. | AlignMix | alignmix.com/sales-territory-mapping |
| How to Define Sales Territories for Territory Managers | Blog post | Provides steps for territory definition: customer data analysis sales team analysis goal setting strategy formation review. Emphasizes workload balance. | Map My Customers | mapmycustomers.com/2020/11/09/how-to-define-a-sales-territories... |
| How to Strategically Divide Your Sales Territories | Blog post | Discusses territory division strategies and lists mapping software options (Maptive BatchGeo Badger Maps). Includes links to HubSpot educational resources. | HubSpot | blog.hubspot.com/sales/how-to-strategically-divide-your-sales-t... |
| How to Create a Sales Territory Plan | Blog post | Provides steps for creating a plan: define market/segment customers SWOT analysis set goals/targets develop strategies review results. | Copper | copper.com/resources/sales-territory-plan |
| MapAnythingÂŽ Acquires TerrAlignÂŽ to Optimize Territory Planning... | Article | Announces acquisition highlighting TerrAlign's data-driven optimization and MapAnything's field execution capabilities integrated on Salesforce platform. | MapAnything / TerrAlign | globenewswire.com/news-release/2018/12/04/1661625/0/en/MapAnyth... |
| 10 Best Sales Territory Design Software Of 2024 | Article | Reviews and compares 10+ software tools (Maptive Badger Geopointe AlignMix etc.) based on features like mapping routing optimization integrations. | CRO C.L.U.B. / RevOps Team | croclub.com/tools/best-sales-territory-design-software |
| Sales Territory Mapping 101: An Expert's Cheat Sheet | Article | Guide on mapping objectives (coverage balance) data use aligning with strengths collaboration automation and steps for creating maps. | Fullcast | fullcast.com/content/sales-territory-mapping-101-an-experts-che... |
| COSTA: Contribution Optimizing Sales Territory Alignment | Research report | Proposes the COSTA model for territory alignment aiming to maximize profit contribution contrasting with simpler balancing approaches. Uses sales response functions. | Skiera B. and Albers S. | researchgate.net/publication/227352560_COSTA_Contribution_Optim... |
| Sales territory: How to Divide and Assign Your Sales Territory... | Article | Covers understanding territories market analysis segmentation (geo demo) account assignment strategies (proximity segmentation potential hybrid). | FasterCapital | fastercapital.com/content/Sales-territory--How-to-Divide-and-As... |
| Accelerating Revenue in a Down Economy | White paper | Demonstrates an approach for territory management success during economic expansion or contraction. (Requires download from page). | ProAlign Software | proalignsoftware.com/sales-territory-design/sales-territory-des... |
| How a CRM Solves Sales Territory Management Challenges | Blog post | Explains how CRM helps address challenges like attainment imbalances change management missed opportunities and planning complexity through data and features. | Kylas.io | kylas.io/blog/crm-solves-sales-territory-management-challenges |
| Data-Driven Sales Resource Allocation | White paper | Discusses using analytics and SPM solutions to transform territory/quota planning improve visibility speed adjustments and potentially redefine territories. | Revenue Enablement Institute | revenueenablement.com/wp-content/uploads/2021/07/Data-Driven-Sa... |
| The Complete Guide to Sales Territory Mapping | Blog post | Defines mapping provides strategies (demographics customers prospects geography skills) discusses common errors and benefits of mapping software. | SPOTIO | spotio.com/blog/the-complete-guide-to-sales-territory-mapping |
| The 2024 Guide to Nailing Sales Territory Planning | Article | Outlines steps for territory planning: market definition data gathering objectives grouping (industry size) assignment (location expertise) communication. | Prolifiq | prolifiq.ai/territory-planning |
| Sales Territory Planning: How to Design Effective Territories | Article | Covers aligning objectives understanding customer needs SWOT analysis and common territory structures (Geographic Account-based Industry etc.). | Forma.ai | forma.ai/resources/article/sales-territory-planning |
| Three Steps to More Productive Territories | White paper | Outlines a process for improving territory performance and making informed alignment choices. (Requires download from page). | ProAlign Software | proalignsoftware.com/sales-territory-design/sales-territory-des... |
| Territory Design | Tool/Software | Describes territory design services and AlignMix software for creating balanced territories based on market insights demographics workload and potential. | SCG Consulting (AlignMix) | sc.group/territory-design |
| Territory Design: The Gateway to Increased Sales Productivity | Article | Defines territory design discusses key elements (strategy workload) analytical methods (account selection time studies balancing indices) and optimization process. | Alexander Group | alexandergroup.com/insights/territory-design-the-gateway-to-inc... |
| ProAlignÂŽ Territory Optimizer | Tool/Software | Describes software feature for automated territory optimization focusing on balancing variables (workload sales) and geographic compactness for efficiency. | ProAlign Software | proalignsoftware.com/sales-territory-design/ProAlign-optimizer.... |
| Sales Territory Alignment Design Optimization and Mapping | Article | Discusses benefits of alignment (coverage cost reduction morale) consequences of imbalance and introduces territory management as an ongoing process. | ProAlign Software | proalignsoftware.com/sales-territory-design/sales-territory-des... |